AWM
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Axxcess Wealth Management’s FlexShares Morningstar US Market Factors Tilt Index Fund TILT Stock Holding History

Axxcess Wealth Management’s Portfolio TILT Stock Details TILT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,175
Closed -$254K – 931
2024
Q4 		$254K Hold
1,175
– – 0.01% 723
2024
Q3 		$250K Sell
1,175
-136
-10% -$28.9K 0.01% 755
2024
Q2 		$262K Buy
+1,311
New +$262K 0.01% 695